Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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QuickBooks CRM integration: How to make the right choice
Learn the value of a QuickBooks CRM integration and learn the top QuickBooks CRMs on the market. Better yet, get a checklist to kickstart your evaluation.
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3 ways for customers to accept QuickBooks estimates online
QuickBooks may not let customers accept estimates online, but that doesn’t mean it can’t be done! Here are 3 options that will make your life easier.
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How to add a sales commission tracker in QuickBooks
QuickBooks isn’t set up to track commissions, but Method:CRM is here to help. Learn how you can save hours with a customized commission calculator.
Latest posts
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Your Business Needs Customer Relationship Management — Here’s Why
Accounting software is great for accounting, but there is more to customers than their financial profile. Learn how a CRM can improve customer satisfaction.
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Factors to Consider When Choosing Accounting Software
Virtually all businesses need some form of accounting; if you’re not tracking money in and money out, the likelihood that your business will survive is slim. A software solution simplifies this process by tracking everything in a centralized location. While accounting software doesn’t necessarily make an accountant redundant, choosing the right accounting software helps your…
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Tips from a QuickBooks Connect Veteran. How to make the most of your time at QB Connect 2016.
QuickBooks Connect is only 2 weeks away and I’m sitting at Method:HQ in Toronto thinking about how I’ll make the most of my 3 days at the conference. I’m proud to say I’m a “QB Connect Veteran”… this will be my third time at the event. I’ve had the opportunity to see the conference from…
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QuickBooks Desktop 2017…Touchdown!
It’s amazing to see Intuit continuing to support and invest in it’s Desktop product. Here are some new features we can see for QuickBooks Desktop 2017.
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Small Business Tips – Nonprofit Edition
There are many moving parts to running or starting a nonprofit. The following resources give great tips and insight on how to optimize your efforts!
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Method’s Company Culture
No matter how small your business is, it’s important to create a positive work environment. Here are some of the best parts of Method’s company culture.
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Method Retreat 2016
Calling all Method users — you’re invited to our 2016 retreat! Join us in Toronto for customization training, one-on-one time with our employees, and more!
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How to delete a customer in QuickBooks
If you’re tracking sales leads as QuickBooks “customers”, you know how tricky it is to delete them! Here’s why a QuickBooks CRM is a much better solution.
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How to create a sales receipt in QuickBooks
Sales receipts help your customers keep track of their purchases. Here’s how to create a sales receipt in QuickBooks or in your QuickBooks CRM.
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Method receives FedDev funding
We’re grateful to have received FedDev funding from the Government of Ontario. We look forward to using these funds to better serve our customers!
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Personalized Software for Small Businesses is Within Reach
Small businesses struggle trying to fit into constraining one-size-fits-all software. Method’s personalized solution reflects each SMB’s uniqueness.
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Are You Wasting Time with One-Size-Fits-All Software?
As a small business owners, you can’t waste time on software not designed for the way you work. Learn how personalized software saves time and money.